Gupta Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Gupta Wealth Management’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$11K	Hold	100	–	–	﹤0.01%	847
2015 Q4	$10K	Hold	100	–	–	﹤0.01%	893
2015 Q3	$9K	Hold	100	–	–	﹤0.01%	937
2015 Q2	$10K	Hold	100	–	–	﹤0.01%	903
2015 Q1	$11K	Buy	+100	New	+$10.7K	﹤0.01%	737

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gupta Wealth Management's VIS Position: Q1 2016 in Review

Gupta Wealth Management held its Vanguard Industrials ETF (VIS) position steady in Q1 2016 at 100 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Gupta Wealth Management first reported a position in VIS in Q1 2015 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold VIS as of Q1 2016.

Gupta Wealth Management held 100 shares of Vanguard Industrials ETF worth $11K as of Q1 2016.
Gupta Wealth Management left its Vanguard Industrials ETF share count unchanged in Q1 2016.
Vanguard Industrials ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #847 holding.
Gupta Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2015 and has held it in 5 quarters since.
112 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.